ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 231 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $552,475 | +1.4% | 7,388 | -0.4% | 0.25% | -0.8% |
Q1 2024 | $545,073 | +9.8% | 7,420 | +3.2% | 0.26% | +4.5% |
Q4 2023 | $496,331 | +7.0% | 7,188 | -1.7% | 0.24% | -5.0% |
Q3 2023 | $464,049 | +4.1% | 7,309 | +8.8% | 0.26% | +10.7% |
Q2 2023 | $445,673 | +10.5% | 6,718 | +5.9% | 0.23% | +6.9% |
Q1 2023 | $403,224 | +7.6% | 6,341 | +1.1% | 0.22% | -0.9% |
Q4 2022 | $374,693 | +8.9% | 6,271 | +0.5% | 0.22% | -1.8% |
Q3 2022 | $344,000 | -7.8% | 6,237 | -0.5% | 0.22% | -3.9% |
Q2 2022 | $373,000 | -12.4% | 6,271 | +1.4% | 0.23% | -16.2% |
Q1 2022 | $426,000 | +0.5% | 6,183 | +1.8% | 0.28% | -6.1% |
Q3 2021 | $424,000 | -0.9% | 6,072 | +0.2% | 0.30% | -2.3% |
Q2 2021 | $428,000 | +12.9% | 6,059 | +7.0% | 0.30% | -1.9% |
Q1 2021 | $379,000 | +4.1% | 5,664 | 0.0% | 0.31% | +6.9% |
Q4 2020 | $364,000 | – | 5,664 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |